Trust and Estates Paralegal Specialist
4 weeks ago
Fawkes IDM is seeking a skilled Trust and Estates Paralegal to support their team in Hackensack, NJ.
Responsibilities:
- Handling all phases of estate and trust administration, including probate, with knowledge of New Jersey, New York, and Florida probate a plus.
- Extensive communication with clients, financial planners, and accountants.
- Preparation of federal and state estate tax returns and fiduciary accountings.
- Distribution of estate assets and trust funding.
Requirements:
- 5+ years of experience in a similar role.
- College degree and/or paralegal certificate required.
- Superior communication and mathematical skills are a must.
- Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word a plus.
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